The record-breaking heatwave this month has mirrored the growing intensity of political tensions for the UK government as Boris Johnson stepped down, the battle for a new PM ensues and inflation figures hit new highs of 8.2%. Our investment team summarise the key trends this month and how additional cash positioning within our investment portfolios has ensured even more  defence during these unprecedented times.

For the month of July, our portfolio manager Daniel Greenhough and advisor Mike O'Sullivan discuss the continuing trends of the bear market, political unrest in Italy and other parts of the world and other key aspects we have seen since last month.

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